[Young journalist Choi Jion] Samsung Electronics has regained the 80,000 won mark for the first time in a year and a month. In the financial market, analysts are raising their target prices for the stock with some prediction that it could climb as high as 110,000 won.

On the 18th, Samsung Electronics closed at 80,300 won, up 2.69%(2,100 won) from the previous day.

During intraday trading, the stock rose to 80,500 won, marking a new 52-week high.

This is the first time in a year and a month, since August 19th last year (80,100 won), that the stock has returned to the 80,000 range.

News that the U.S. Federal Reserve cut its benchmark interest rate by 0.25 percentage points at the September FOMC meeting, served as a positive factor for Samsung Electronics, Korea’s leading stock.

At the same time, expectations for improved performance from rising memory prices are also increasing.

Brokerages have also been raising their target prices for Samsung Electronics.

IBK Investment & Securities raised its target price for Samsung Electronics from 90,000 won to 110,000 won, SK Securities from 77,000 won to 110,000 won, and Hana Securities from 84,000 won to 95,000 won.

NH Investment & Securities raised its target price from 84,000 won to 94,000 won, Mirae Asset Securities from 88,000 won to 96,000 won, and BNK Investment & Securities from 87,000 won to 91,000 won, respectively.

Kim Woon-ho, an analyst at IBK Investment & Securities, said “Samsung Electronics’ third-quarter 2025 results are expected to significantly exceed forecasts,” adding that “revenue is projected at 87.8 trillion won and the operating profit at 10.4 trillion won.”

The memory market is improving rapidly, and earnings are showing much stronger growth than previously expected. Sales of the Galaxy Z Fold have also surpassed earlier projections, leading analysts to predict that profit growth will continue through the end of the year.

There are also expectations that NVIDIA’s HBM4 (6th-generation High Bandwidth Memory) will pass quality tests.

Mirae Asset Securities analysts Young-geon Kim and Jae-ho Kim forecast that “about 10% of total HBM production capacity is being allocated to sample production, and as the scale of samples grows, revenue recognition will also begin”. 

SK Securities analysts Dong-hee Han and Jae-min Park reported “Samsung’s entry into the HBM4 market, noting that Micron’s disadvantage in speed, along with Samsung’s application of the 1c (10nm-class 6th generation) process for the core die and the 4nm foundry process for the logic die, increase the visibility of market entry.”.

They concluded, “Although relatively weak price bargaining power and higher costs are inevitable, market expansion through entry would still be sufficient.”

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